Phenomenal Investment Opportunities

It is my belief that there will be many phenomenal investment opportunities arising in the near and intermediate future.   Many more than during an  average time period. However, I am also of the belief that they will be harder to “realize” for a variety of reasons.  Of course, the main prerequisite is having sufficient funds available …

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The Changing Investment Climate

Here is a link to an interesting White Paper from Guy Haselmann of Gregoire Capital, dated August 2009: http://www.gregoirecapital.com/HF%20Outlook%208-09.pdf I found it interesting because it discusses a variety of very important concepts such as investment flexibility, market dislocations, inflation vs. deflation, diversification, hedge fund operating risk, etc.   SPX at 1063.22 as this post is written

The “Buy and Hold” Philosophy

Here is a story from CNBC.com on September 23: “Buy-and-Hold Investing Makes A Return After Turbulent Year” http://www.cnbc.com/id/32970487 I am not a fan of the “Buy and Hold” philosophy, although I will concede that it worked (very) well, generally speaking, during the 20th Century. As far as the present and future is concerned, I wrote …

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Gold Below $1000

With Gold now below $1000, I would like to call attention to a post of September 4 titled “Gold and Implications.”  Here is the link: https://www.economicgreenfield.com/2009/09/04/gold-and-implications/ I think that Gold below $1000, after having failed to hold above this level, is very significant. Also significant is the number of people who have been predicting a …

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misc. note

Just a couple of quick notes: First, as many already know,  I occasionally write blog post “series” that span over a few blog posts.  Usually these blog series concern topics that I feel very strongly about, and/or are sufficiently complex to require more than one post.  I have created a “blog post” page that indicates …

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An Interesting Poll…

Here is a September 17 story detailing a Bloomberg News poll: http://www.bloomberg.com/apps/news?pid=20601087&sid=aDhCOltOR1RY I found various aspects of this story to be interesting, but one facet really stood out: “Respondents were divided over whether the economy will get better or stay the same in the next six months; only 1 in 6 said things will get …

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The “Paycheck To Paycheck” Dynamic

Lately there have been a couple of polls conducted showing the percent of people living “paycheck to paycheck.”  Here is a CNBC.com story from September 16 regarding this issue: http://www.cnbc.com/id/32862851 This “paycheck to paycheck” dynamic is noteworthy, especially since it appears to be widespread.  It appears to be relatively common even among those making above $100,000.  It would …

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“The Stimulus Didn’t Work” article

Below is a link to a September 17 Wall Street Journal op-ed titled “The Stimulus Didn’t Work” : http://online.wsj.com/article/SB10001424052970204731804574385233867030644.html I found the argument presented by the authors to be very interesting and well worth reading. SPX at 1071.78 as this post is written

“The Greater The Economic Weakness, The Stronger The Recovery”

Recently there has been a thought circulating that the worse the recession (or economic weakness) the stronger the following economic rebound.  This refrain has been heard from various quarters. This belief does appear to be historically accurate, at least to some degree.   However, there are three aspects of this belief that I want to elaborate …

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A Notable Quote From Ron Paul

On Wednesday The Wall Street Journal ran a story titled “Anti-Fed Activists Fuel Push for Audit”: http://online.wsj.com/article/SB125305951231914071.html One quote from Ron Paul really caught my attention: “The Fed will self-destruct,” Mr. Paul said in an interview. “This economy is going to get worse and this dollar is going to get a lot worse.” I found “The …

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